The purpose of the information on this page is to give first time investors, and those further along in the accumulation stage of their investing career, an idea of the long term returns and volatility of all of the columns of risk and return in the Fine Tuning Table.
Article
Podcast
Video
Fixed Contributions 2023 Update
Tables
Table C1 – Fixed Contributions: S&P 500 Equity Portfolio
Table C7 - Fixed Contribution Table - UBH WW Equity Portfolio (50% US/50% Int'l)
Table C8 – Fixed Contributions: WW 4-Fund Equity Portfolio (50% US/50% Int’l)
Table C9 - Fixed Contribution Table - US 4-Fund Equity Portfolio
Table C10 - Fixed Contribution Table - WW All Value Equity Portfolio (50% US/50% Int'l)
Table C11 – Fixed Contributions: US All Value Equity Portfolio
Table C12 - Fixed Contribution Table - WW All SCV Equity Portfolio (50% US/50% Int'l)
Table C13 - Fixed Contribution Table - US All SCV Equity Portfolio
Table C14 – Fixed Contributions: US 2-Fund Equity Portfolio
Disclosures
Data Disclosure Notice - Funds (1970-Present)
Data Disclosure Notice - Indexes (1928-Present)
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